iShares U.S. Tech IndependenIETCETF
13F holders, Q2 2025 (June 30)107holders +21
25new positions
5sold out
$94.36avg. 13F price*
At the end of Q2 2025, 107 institutions reported holding iShares U.S. Tech Independen (IETC) in their 13F filings, up 21 from Q1 2025. 25 opened new positions and 5 sold out. The largest holders were Kozak & Associates, Inc. ($65.2M), Mirae Asset Global Investments Co., Ltd. ($13.2M) and Beacon Harbor Wealth Advisors, Inc. ($12.2M).
- Company
- iShares U.S. Tech Independen
- CUSIP
- 46431W648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $23.2M |
| Exits | 5 | $4.7M |
All 13F filers, Q1 2025 → Q2 2025: 576,948 shares bought and 295,335 shares sold, net +281,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Kozak & Associates, Inc. | 13.29% | Add +0.5% | 682,461 | $65.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Reduce -30.7% | 140,751 | $13.2M |
| Beacon Harbor Wealth Advisors, Inc. | 3.03% | New | 129,257 | $12.2M |
| Gradient Investments LLC | 0.21% | Add +16.3% | 123,960 | $11.7M |
| JPMorgan Chase & Co. | 0.00% | Add +228.2% | 103,959 | $9.8M |
| LPL Financial LLC | 0.00% | Add +73.1% | 100,891 | $9.5M |
| MML Investors Services, LLC | 0.03% | Reduce -4.8% | 98,609 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Add +0.9% | 85,517 | $8.0M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -5.8% | 71,020 | $6.7M |
| Apexium Financial, LP | 0.33% | Add +323.8% | 66,932 | $6.3M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -4.4% | 55,773 | $5.2M |
| Trek Financial, LLC | 0.34% | Add +20.2% | 54,527 | $5.1M |
| GeoWealth Management, LLC | 0.18% | Add +143.8% | 49,695 | $4.7M |
| Stifel Financial Corp. | 0.00% | Reduce -42.2% | 48,758 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +740.1% | 45,676 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +20.9% | 38,972 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +16.9% | 30,224 | $2.8M |
| Sutton Place Investors LLC | 1.56% | Add +0.4% | 27,491 | $2.6M |
| Keybank National Association | 0.01% | New | 27,304 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +70.2% | 24,717 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +69.1% | 24,021 | $2.3M |
| Mattson Financial Services, LLC | 0.57% | Add +10.5% | 22,382 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.6% | 21,932 | $2.1M |
| Assetmark, Inc. | 0.00% | Add +70.2% | 21,624 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +0.2% | 20,427 | $1.9M |
| Efficient Advisors, LLC | 0.10% | New | 17,985 | $1.7M |
| Two Sigma Investments, LP | 0.00% | Reduce -77.5% | 17,500 | $1.6M |
| Shira Ridge Wealth Management | 0.74% | Reduce -0.7% | 17,203 | $1.6M |
| KM Capital Management Ltd. | 0.77% | Reduce -6.8% | 16,548 | $1.6M |
| Advisors Capital Management, LLC | 0.02% | Add +2.1% | 14,661 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -26.9% | 12,951 | $1.2M |
| Lansing Street Advisors | 0.35% | Add +5.8% | 12,331 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 11,875 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.9% | 11,269 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.07% | Add +1.3% | 11,009 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.9% | 10,977 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +16.0% | 10,959 | $1.0M |
| WCG Wealth Advisors LLC | 0.07% | New | 10,736 | $1.0M |
| Financial Perspectives, Inc | 0.30% | Add +4.5% | 10,708 | $1.0M |
| Global Retirement Partners, LLC | 0.02% | — | 10,613 | $998K |
| KCM Investment Advisors LLC | 0.03% | No change | 9,636 | $906K |
| &partners | 0.01% | Add +13.8% | 9,339 | $878K |
| Ironwood Financial, llc | 0.18% | No change | 11,018 | $826K |
| Sigma Planning Corp | 0.02% | Add +13.3% | 8,667 | $815K |
| Equitable Holdings, Inc. | 0.01% | Add +2.4% | 8,508 | $800K |
| RMR Wealth Builders | 0.07% | Reduce -0.3% | 8,398 | $789K |
| Moloney Securities Asset Management, LLC | 0.09% | No change | 7,735 | $727K |
| NewEdge Advisors, LLC | 0.00% | Add +1012.8% | 6,677 | $628K |
| Royal Bank of Canada | 0.00% | Add +15.2% | 6,374 | $599K |
| Bay Harbor Wealth Management, LLC | 0.16% | No change | 5,849 | $550K |
| Glen Eagle Advisors, LLC | 0.08% | Add +1.2% | 5,631 | $529K |
| Creative Planning | 0.00% | Reduce -0.5% | 5,265 | $495K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.0% | 5,251 | $494K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,125 | $482K |
| Bawa N Mallick Trust | 0.19% | No change | 5,000 | $470K |
| Mascagni Wealth Management, Inc. | 0.39% | New | 4,840 | $455K |
| Comprehensive Financial Planning, Inc. | 0.35% | Add +13.6% | 4,793 | $451K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.1% | 4,715 | $443K |
| Regal Investment Advisors LLC | 0.03% | Add +0.1% | 4,428 | $416K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 4,395 | $413K |
| Financial Partners Group, Inc | 0.06% | Add +2.6% | 4,234 | $398K |
| TFB Advisors LLC | 0.10% | Add +34.6% | 4,080 | $384K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,820 | $359K |
| Cetera Investment Advisers | 0.00% | Add +11.1% | 3,622 | $340K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,288 | $309K |
| Sovran Advisors, LLC | 0.03% | New | 3,232 | $306K |
| Old Mission Capital LLC | 0.01% | New | 3,199 | $301K |
| Nova Wealth Management, Inc. | 0.22% | Add +232.3% | 3,140 | $295K |
| Haverford Trust Co | 0.00% | No change | 3,115 | $293K |
| Morgan Stanley | 0.00% | Reduce -5.0% | 3,096 | $291K |
| Vestor Capital, LLC | 0.02% | New | 2,034 | $277K |
| Fischer Investment Strategies, LLC | 0.18% | New | 2,932 | $276K |
| Ehrlich Financial Group | 0.17% | New | 2,790 | $262K |
| Worth Asset Management, LLC | 0.13% | New | 2,768 | $260K |
| Montag A & Associates Inc. | 0.01% | Reduce -30.9% | 2,691 | $253K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,657 | $250K |
| HB Wealth Management, LLC | 0.00% | New | 2,500 | $235K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,465 | $234K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -81.4% | 2,383 | $224K |
| Western Wealth Management, LLC | 0.01% | New | 2,258 | $212K |
| Cascade Financial Partners, LLC | 0.03% | New | 2,250 | $212K |
| Bessemer Group Inc. | 0.00% | New | 2,165 | $204K |
| Hilltop Holdings Inc. | 0.01% | New | 2,167 | $204K |
| Allworth Financial LP | 0.00% | No change | 1,600 | $150K |
| Jones Financial Companies LLLP | 0.00% | Add +3477.5% | 1,431 | $133K |
| Principal Securities, Inc. | 0.00% | Add +3993.1% | 1,187 | $112K |
| Hoese & Co LLP | 0.09% | New | 1,165 | $110K |
| Richardson Capital Management LLC | 0.05% | Add +1.4% | 1,008 | $95K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 708 | $67K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.0% | 398 | $37K |
| Comerica Bank | 0.00% | New | 317 | $30K |
| McIlrath & Eck, LLC | 0.00% | No change | 293 | $28K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 267 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 267 | $25K |
| Cwm, LLC | 0.00% | No change | 256 | $24K |
| Sound Income Strategies, LLC | 0.00% | No change | 176 | $17K |
| Larson Financial Group LLC | 0.00% | Add +21.2% | 137 | $13K |
| Tsfg, LLC | 0.00% | No change | 100 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 91 | $9K |
| BankPlus Trust Department | 0.00% | No change | 71 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 71 | $7K |
| BlackRock, Inc. | 0.00% | No change | 62 | $6K |
| US Bancorp \de | 0.00% | No change | 50 | $5K |
| IFP Advisors, Inc | 0.00% | New | 45 | $4K |
| Spire Wealth Management | 0.00% | No change | 20 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 8 | $752 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1 | $94 |
"% of holder's portfolio" is IETC's weight in each manager's 13F, not the share of iShares U.S. Tech Independen the manager owns.